Portfolio Management Services (PMS)Compare Schemes
Sanctum Wealth - Indian Titans vs SBI AEON ALPHA PMS
Add SchemeGrowth of ₹1 Crore
Sanctum Wealth - Indian Titans
SBI AEON ALPHA PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.73%
0.41%
6 Months
7.38%
20.81%
1 Year
6.08%
15.63%
3 Years
8.22%
13.76%
5 Years
7.99%
—
Since Inception
12.63%
14.77%
Fund Age
9 yrs 9 mo
4 yrs 6 mo
AUM
₹145.75 Cr
₹751.68 Cr
Alpha – 1 Year
1.36%
16.06%
Alpha – 3 Years
−3.87%
5.19%
Information Ratio – 3 Years
-0.60
0.25
Volatility – 1 Year
20.08%
18.90%
Volatility – 3 Years
16.27%
16.75%
Beta – 1 Year
1.12
0.89
Beta – 3 Years
1.00
0.79
Sharpe Ratio – 1 Year
0.13
0.57
Sharpe Ratio – 3 Years
0.24
0.53
Worst Rolling Year
-1.76%
13.60%
Value at Worst Rolling Year
₹0.98 Cr
₹1.14 Cr
Deepest Drawdown
−19.25%
−21.60%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
98.75%
100.00%
Median Rolling Year
13.10%
15.94%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 62% · M 20% · S 7%
L 16% · M 11% · S 70%
Number of Stocks
25
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Portfolio P/E
—
—
Top 5 Holdings
ICICI Bank Ltd · 7.20%
Divis Laboratories Ltd · 4.85%
Bajaj Finance Ltd · 4.43%
HDFC Bank Ltd · 4.13%
Solar Industries India Ltd · 4.07%
Kernex Microsystems (India) Ltd · 6.78%
Aequs Ltd · 6.66%
Aether Industries Ltd · 6.44%
Stylam Industries Ltd · 6.38%
Goodluck India Ltd · 5.89%
Top Sectors
—
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%